TurboTax Retail Expert — Onsite Tax Pro & Community Builder

SonicJobs

Coppell (TX)

On-site

USD 25,000 - 39,000

Part time

4 days ago
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Benefits offered by this job

401(k) Plan
Employee Stock Purchase Plan
Discounts on Intuit products
E&O Insurance
Employee Assistance Program
Growth opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, serving in-person customers with comprehensive tax preparation, advice, and software support.

You will grow the local TurboTax client base, deliver tailored tax solutions, and participate in community engagement initiatives. The role requires on-site availability, strong tax knowledge, and excellent customer service skills.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience
  • PTIN to file taxes
  • Must be able to obtain state licenses or bonds
  • Min 3 years of paid experience filing 30+ federal/state 1040s per season
  • Familiarity with Circular 230
  • Comfortable working onsite at a TurboTax location, Sundays-Saturdays, 20+ hours/week
  • English/Spanish bilingual is a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Willing to wear TurboTax uniform
  • Willing to work in a front-facing retail environment

Responsibilities

  • Provide hands-on tax advice and complete tax return preparation for TurboTax customers
  • Conduct discovery sessions and tax reviews to uncover deductions and provide future tax planning
  • Deliver an exceptional customer experience through professionalism and a client-focused approach
  • Engage with local community to grow TurboTax client base with marketing support

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, serving in-person customers with comprehensive tax preparation, advice, and software support.

You will grow the local TurboTax client base, deliver tailored tax solutions, and participate in community engagement initiatives. The role requires on-site availability, strong tax knowledge, and excellent customer service skills.

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